>[i]Interesting that all the noise about how important it is to not trade more often than monthly doesn't seem to hold water this time.[/i]

Maybe a long cycle trade like this needs to be better timed? Also I would point out that in this screen we are not really switching between assets and that might make a difference. We are making 5 independent decisions regarding 5 funds so those decisions need to be well timed. Obviously - I don't know.